BanibrataChatterjee

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce reports and dashboards.

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions. Trigger keywords: dashboard JSON, SAQL step, binding syntax, mustache binding, dashboard REST API, widget layout, step limit…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues. Trigger keywords: data sync, connected objects, Data Manager, sync…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning performance. NOT for standard data processing outside CRM Analytics…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, or license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path specifications — before any dataset or dashboard is built.…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when producing or reviewing API contract documentation for Salesforce integrations: versioning policy artifacts, request/response schema specs, error code catalogs, rate limit documentation, and OpenAPI generation for sObjects. Trigger keywords: Salesforce API versioning policy, API end-of-life policy…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to create and configure Lightning apps in Salesforce Setup, add navigation items and tabs to apps, configure utility bar components, and control app visibility by profile or permission set. Trigger keywords: Lightning app, App Manager, custom tab, navigation bar, utility bar, app visibility. NOT for…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when designing, reviewing, or troubleshooting Salesforce Approval Processes. Triggers: 'submit for approval', 'approver', 'record locked', 'recall approval', 'approval step', 'discount approval'. NOT for complex orchestration across many objects - use Flow or custom approval patterns for that.

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring or troubleshooting Lead or Case assignment rules in Salesforce: creating rule entries, setting filter criteria, assigning records to users or queues, understanding when rules run, and implementing round-robin patterns with Apex. Trigger keywords: lead assignment, case assignment…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to configure a Salesforce B2B Commerce storefront: creating the WebStore, linking BuyerGroups, assigning CommerceEntitlementPolicies, and granting buyer contacts transactional access. Trigger keywords: B2B Commerce, WebStore, BuyerGroup, entitlement policy, buyer account, storefront access. NOT for B2C…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to determine whether a Salesforce Commerce project should use B2B Commerce (account-gated, BuyerGroup-based, contract pricing) or D2C Commerce (consumer storefront, guest checkout, individual-based). Trigger keywords: B2B vs B2C, commerce platform selection, buyer journey, account-based purchasing…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when configuring or troubleshooting a Salesforce B2C Commerce (SFCC) storefront — including Business Manager site creation, SFRA cartridge path setup, customer groups, search index rebuilding, and key quota limits. Trigger keywords: SFCC, Commerce Cloud, Business Manager, storefront, cartridge, SFRA, site…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when monitoring, diagnosing, or managing Batch Apex, Scheduled Apex, Queueable, and Flow scheduled jobs: Setup > Apex Jobs, AsyncApexJob queries, concurrent limits, failure detection, and notification patterns. NOT for writing batch Apex code (use batch-apex-patterns) or writing Schedulable implementations (use…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill to configure Salesforce Billing billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blngBillingSchedulec records missing after order activation', 'how to set up in-advance vs in-arrears billing'…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when designing Campaign Hierarchy structures for program-level ROI tracking, configuring Customizable Campaign Influence (CCI) attribution models, or interpreting multi-touch attribution data from MCAE B2B Marketing Analytics. Trigger keywords: campaign ROI, attribution model, campaign hierarchy…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when mapping care coordination process requirements for Health Cloud: designing care team workflows, transition of care handoffs, social determinants of health (SDOH) barrier tracking, and care gap identification. NOT for implementation of technical components — this skill covers requirements gathering…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use this skill when configuring care plan templates, care plan problems, goals, and tasks in Salesforce Health Cloud — covering both the Integrated Care Management (ICM) model (Spring '23+, FHIR R4-aligned, recommended) and the legacy managed-package model (CarePlanTemplatec + Case Tasks). Trigger keywords: care plan…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when configuring or troubleshooting Health Cloud Care Programs — including CareProgram hierarchy setup, patient enrollment (CareProgramEnrollee), consent prerequisites, product-level enrollment (CareProgramEnrolleeProduct), and provider associations (CareProgramProvider). Trigger keywords: care program, program…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Configuring Salesforce case management: case queues, assignment rules, escalation rules, auto-response rules, Email-to-Case, Web-to-Case, case teams, entitlements, and milestones. Use when setting up or troubleshooting the Service Cloud case handling layer. Trigger keywords: email-to-case, web-to-case, escalation…

BanibrataChatterjee/AwesomeSalesforceSkills

Skill Claude CodeCodex

Use when designing, implementing, or auditing a Change Advisory Board (CAB) process for Salesforce deployments — covering change classification (standard, normal, emergency), required approvals, deployment gate sequencing, and integration with external ITSM tooling. NOT for record-level approval workflows (use…